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NAPATREE CAPITAL LLC
NAPATREE CAPITAL LLC
WESTERLY, Rhode Island
·
4 registered advisors
·
CRD# 292776
SEC# 801-120842
1
(401) 868-1115
01
Firm Overview
AUM
$157M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at NAPATREE CAPITAL LLC
4 registered advisors
Jacqueline Steczkowski
WESTERLY, Rhode Island
CRD# 5867514
James Caldwell Maynard
WESTERLY, Rhode Island
CRD# 6916072
Jeffrey Michael Liguori
WESTERLY, Rhode Island
CRD# 2664381
Matthew Russell Landon
WESTERLY, Rhode Island
CRD# 2557496
05
Office Locations
WESTERLY, Rhode Island
4 advisors
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Data sourced from SEC Form ADV filings. NAPATREE CAPITAL LLC (CRD# 292776) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.